Business Analyst - Development & Delivery

NewEdge Capital Group

1d

About The Position

NECG is a rapidly scaling wealth management firm operating across four business units — NECG, NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. Our small Development & Delivery team builds the technology behind that growth, at a pace where what you contribute is visible, consequential, and shipped fast. We're hiring a Business Analyst who is ready for their next step. You've built strong BA fundamentals and you're ready for work that goes beyond spec-writing. Here, BAs sit closer to the product — you'll help shape what gets built, not just document it.

Requirements

• 3–5 years as a Business Analyst, Technical Business Analyst, Business Systems Analyst, or similar
• Bachelor's degree in business, Information Technology, Data Science, Engineering, or equivalent experience
• Strong working knowledge of Salesforce (Financial Services Cloud, Sales Cloud)
• Proficiency in Atlassian (Jira, Confluence) — central to how we operate
• Precision with requirements: structured, testable, traceable
• Comfort with technical discussions about systems, data, and integrations
• Judgment in ambiguity and a perspective shaped by where you've worked before
• Real interest in AI tooling and how it changes delivery work — we're early in our investment and need people who want to be part of that

Nice To Haves

• Wealth management, RIA, or other regulated financial services experience
• Custodial platform experience (Fidelity, LPL, Schwab)
• Financial data APIs and Salesforce integrations
• Generative AI tool familiarity (e.g., Claude)
• Product ownership or hybrid BA/PO experience

Responsibilities

• Lead requirements discovery, documentation, and traceability across active initiatives
• Write user stories and acceptance criteria developers can build from and QA can test against
• Maintain a current, prioritized backlog and help the team operate with consistent delivery rhythm
• Analyze systems, APIs, and data flows well enough to ask the right questions of developers and architects
• Facilitate workshops and sign-off sessions that build real alignment, not just signatures
• Contribute to product direction — what gets built, in what order, and why
• Navigate competing priorities across multiple business units

Benefits

• Direct work with senior business and technology leaders from day one
• Real product work — informing what gets built, not just documenting it
• A small team where your contribution is visible and consequential
• Growth without a tenure ceiling
• AI-augmented work as part of the role, not as a side feature

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level